Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.
The Anthropic IPO is in motion: a confidential filing at a 965 billion dollar valuation, with run-rate revenue that went from 87 million to…
From Hadoop to Snowflake to ChatGPT: the data revolution and the AI revolution are the same revolution, viewed at two different points in time.…
NVIDIA's Nemotron 3 Ultra: 550B parameters, 55B active (Mixture-of-Experts), hybrid Mamba-Transformer, 1M token context, 300+ tokens/second, and the weights are free. Built for agents,…
Microsoft Build 2026: Surface RTX Spark Dev Box (1 petaflop, 128 GB, 100W sustained), the MAI model family, GitHub Copilot autonomous agents, and Project…
SpaceX, OpenAI, and Anthropic are racing to public markets within months of each other, combining for a potential $135 billion equity supply wave. None…
Nvidia guided $91 billion for next quarter. Data center is 88% of revenue. A 71% gross margin on hardware. I cannot tell if this…
SpaceX is about to go public at a $1.75 trillion valuation in the largest IPO in history. The deep dive on the technology, Starlink,…
Chicago's AI is industrial, not chatbots: robotics, logistics and insurance startups with real customers. Why applied industrial AI may be the smarter bet.
OpenAI's model lineup has evolved dramatically by June 2026, with GPT-5.5 now leading the frontier. From GPT-4 Turbo's 128K token window to GPT-5.5's advanced…
Jetson Thor owns the humanoid robot; Qualcomm Dragonwing is fighting for the high-volume middle. The 2026 edge robotics compute split, broken down.
MIT researchers unveil groundbreaking techniques that deliver 4x training speedups and 60% cost reductions, while Intel's new AI-optimized processors democratize access to advanced AI…
mHUB gives Chicago something no pure-software city has: a hardware incubator with prototyping labs and a manufacturing supply chain, positioned perfectly for the physical…
In April 2026, Nothing launched the Phone (4a) simultaneously in India and Japan, marking its first direct entry into Japan's competitive market. The midrange…
Mistral AI sells intelligence through models and APIs, Cerebras sells raw compute through wafer-scale silicon. A no-nonsense breakdown of two very different AI revenue…
Qualcomm's Dragonwing IQ10 packs an 18-core Oryon CPU, up to 700 TOPS, a safety island, and dense sensor I/O. A voice-driven architecture deep dive,…